Retirement Planning

Glazer Financial Network

Retirement is personal. You’ve worked hard to save and invest your money and now it may be time to focus on optimizing and protecting what you have accumulated for your retirement and your love ones thereafter.

Glazer Financial is an independent financial services firm, specializing in helping individuals, families and small business owners prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions designed to help our clients with guaranteed* lifetime income, asset protection, and tax efficiencies in support of a holistic approach to their finances.

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Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their financial goals and objectives for retirement.

01 Start Smart

02 Apply Discipline

03 Communicate Progress

01 Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations that can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies aimed to help you achieve your financial objectives for retirement.

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Longevity

Outliving financial assets as the result of a longer life.

Inflation

Reduction in real purchasing power as the result of increasing cost of living.

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death.

Liquidity

Limited access to assets to meet life’s unexpected financial needs.

Market

Unexpected reduction in the value of financial assets at the time of withdrawal.

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

02 Apply Discipline

A Retirement Strategy Designed for You

Next, we build a retirement plan that reflects your goals and objectives and incorporates strategies intended to help with wealth management and financial security.

Our Services, Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.

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Wealth Management/Investment Planning

Aim to enhance long term growth potential of your investable asset in accordance with your risk tolerance and financial goals.

Retirement Savings Optimization

Help support you or your loved one’s retirement income through tax efficient, capital leveraging strategy.

Long-Term Care Planning

Identify your long-term care goals and work on crafting a solution to meet your needs.

Tax Planning

Establish tax planning strategies today to help improve tax efficiency and financial flexibility in retirement.

Tax-Free Retirement Income Planning

Design potentially tax-free retirement income solutions. This will cover federally tax-free income and may or may not provide tax-free income in your home state.

Social Security Optimization

Understand the benefits you are entitled to and your options on how and when to initiate your social security claim.

Income Planning

Design an income plan that focuses on dependable income and financial security in retirement.

Legacy and Estate Planning

Learn how you can protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies, working in conjunction with your estate planning attorney.

Inflation Protection

Develop strategies to help protect assets against the effects of inflation.

Liquidity Needs Planning

Implement strategies to help maintain access to assets for life’s unexpected needs.

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03 Communicate Progress

Our Commitment to You

Lastly and continually, we work to maintain transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

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